About the role
As a Customer Success Manager, you will have the opportunity to assist customers with the implementation of our Predict solutions and enable their success with data analytics. Your role is to lead cross-functional teams to help our customers achieve their strategic goals. During each customer engagement, you will coordinate communication between the customer and team members at Predict to maximize project success and build long-term customer relationships. The Customer Success Manager must be committed to these efforts and passionately driven to making our customers and the Predict team successful.
What Our Customer Success Manager Will Do
Relationship Management
Primary point of management contact for assigned customers
Accurately capture minutes / actions from meetings
Prepare professional presentations/reports and effectively lead customer meetings
Ensure workflow management system and customer-facing tools are up to date
Provide tool self-service support for customers
Understand Customer KPIs; measure and track regularly
Maintain/manage customer expectations and satisfaction
Develop working relationships with Customer System Champions
Independently transition low complexity customers from the implementation team
Understand the customer experience and loyalty measures in place (NPS, references, etc.)
Project Management
Perform Customer Portfolio management
Ensure consistent application of Customer Success best practices
Actively assess quality and effectiveness of customer interaction points and working processes impacting customer experience. Work with stakeholders to apply continuous improvement
Manage team capacity and ensure a balanced workload among multiple competing needs
Proactively identify resource needs. Work with internal stakeholders to secure resources while balancing company strategic objectives and goals
Recognize internal risks and issues as early as possible and proactively manage and resolve them to ensure timely resolution
Who We're Looking For
Recommended:
1-3 years experience in a project management, customer success, or similar role
Bachelor's degrees or equivalent work experience
Highly proficient experience and knowledge in customer success management
Strong verbal communication skills across diverse set of roles including executives, managers, underwriters, actuaries, IT personnel, and Predict technical team members
Excellent written communication skills demonstrating the ability to create succinct, compelling, audience relevant, objective oriented written documentation
Business, technical and software development acumen
Strong multi-tasking capabilities and ability to work in a dynamic, fast-paced environment
Preferred: Understanding of P&C Insurance Underwriting and Claim processing
About the company
Insurity's vision is all about empowerment. Empowering insurance organizations to quickly capitalize on new opportunities by delivering the world's most configurable, cloud-native, easy-to-use, and intuitively analytical software. It's also about empowering our team members through tools, training, teamwork, and professional development opportunities.
To talk the talk, we must walk the walk. We are the largest cloud-based insurance software provider for the Property & Casualty market. In 2021, we were trusted by 15 of the top 25 P&C carriers – now, in 2025, we are trusted by 22 of the top 25 P&C carriers. That's proof we walk the walk. While our product suites are some of the most compelling in the industry, it's our team members who deliver the exceptional value and unrivaled industry expertise our customers appreciate from us.